See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $64,839+76.2% | $95,585+19.6% | $84,808+34.8% |
| Participation rate | 68.0% | 63.8%+4.2pp | 72.1%-4.1pp | 68.3%-0.3pp |
| Annual return | 7.88% | -670.96%+678.8pp | 38.56%-30.7pp | 40.90%-33.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,391 | $2,965+48.1% | $4,023+9.2% | $4,212+4.3% |
| Admin fee / account holder | $18,196 | $5,964+205.1% | $6,127+197.0% | $7,344+147.8% |